Group 1: Stock Performance - Zhejiang Zhenyuan and Asia-Pacific Pharmaceutical both achieved a 2-day limit-up with increases of 10.01% and 9.98% respectively, driven by innovation in pharmaceuticals [2] - Chengdu XianDao saw a first board listing with a significant rise of 20.02%, attributed to innovative drug developments [2] - TaiJing Technology and YanHua Intelligent both recorded first board listings with increases of 9.97% and 9.94%, linked to Huawei's influence in robotics [5] Group 2: AI and Robotics - Nvidia's CEO suggested that Huawei's AI chips could potentially replace Nvidia's offerings, indicating a competitive shift in the AI chip market [4] - The domestic robotics industry is gaining traction with significant orders being awarded, highlighting its importance in national competition [7] Group 3: Market Trends - The light communication sector is expected to see sustained growth due to high demand in both domestic and international markets, with performance likely to continue improving [13] - The low-altitude economy is gaining attention, with a notable $1 billion procurement agreement signed for eVTOL aircraft, indicating growth potential in this sector [17] Group 4: Consumer and Retail - The Chinese government is implementing measures to boost consumer spending, which is expected to positively impact the retail sector [21] - Companies like Guoguang Chain and Hanshang Group have seen first board listings with increases of 9.98% and 9.97%, reflecting the positive sentiment in the retail market [23] Group 5: Solar and Food & Beverage - The price of polysilicon has increased by 12.4% week-on-week, indicating a rising trend in the solar industry [24] - The food and beverage sector is also benefiting from government initiatives aimed at enhancing consumer demand, with companies like Huangshi Group seeing a 10.10% increase [26]

Market Overview - The A-share market opened slightly lower on July 17 but then experienced a rebound, with all three major indices showing positive performance, particularly the ChiNext index which rose nearly 1% [2] - The total market capitalization reached 14.20 trillion CNY, with a trading volume of 7698.06 million hands and a turnover rate of 1.46% [3] Pharmaceutical Sector - The pharmaceutical sector saw a significant surge, with multiple stocks hitting the daily limit up, including Weikang Pharmaceutical and Chengdu Xian Dao, both reaching a 20% increase [4][5] - Notable stocks in the pharmaceutical sector included: - Chengdu Xian Dao: 21.46 CNY, up 20.02% - Weikang Pharmaceutical: 20.71 CNY, up 19.99% - Other stocks like Lifespring Pharmaceutical and Zhejiang Zhenyuan also saw increases of around 10% [5][6] - The Hong Kong pharmaceutical and biotechnology sector also experienced notable gains, with companies like Fudan Zhangjiang and Kanyin Biotech showing significant price increases [6] Robotics Sector - The humanoid robot concept stocks remained active, with Nanjing Julong hitting the daily limit up of 20%, and other companies like Dongshan Precision and Taijing Technology also seeing substantial gains [7][8] - On July 17, the stock of Aowei New Materials achieved a 20% limit up, marking its seventh consecutive trading day of gains, with a closing price of 27.89 CNY [10][11] Policy Impact - The National Healthcare Security Administration recently announced the initiation of the 11th batch of centralized drug procurement, which will include 55 drug varieties, focusing on mature "old drugs" while excluding innovative drugs from the procurement list [6]

Group 1 - The A-share market saw a collective rise in low-altitude economy concept stocks, with notable increases in companies such as Nanjing Julong (300644) rising over 11% and Zhonghua Yantu (002542) hitting a 10% limit up [1][2] - Nanjing Julong's market capitalization is approximately 3.437 billion, with a year-to-date increase of 42.96% [2] - Zhonghua Yantu's market capitalization stands at about 6.665 billion, but it has experienced a year-to-date decline of 5.87% [2] Group 2 - A significant procurement agreement was signed between UAE company Autocraft and Shanghai's technology company, involving an investment of 1 billion USD (approximately 7.1 billion RMB) for 350 units of the E20 electric vertical takeoff and landing aircraft (eVTOL) [2] - This order surpasses the previous record for similar domestic models, which was 3.5 billion RMB set in February 2025, marking a new record for single order amounts in China's eVTOL sector [2]

| 证券代码：300644 | 证券简称：南京聚隆 公告编号：2025-072 | | --- | --- | | 债券代码：123209 | 债券简称：聚隆转债 | 南京聚隆科技股份有限公司 关于聚隆转债预计触发赎回条件的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 南京聚隆科技股份有限公司（以下简称"公司"）股票价格自 2025 年 7 月 3 日至 2025 年 7 月 16 日，已有 10 个交易日的收盘价格不低于"聚隆转债"当 期转股价格（18.02 元/股）的 130%（即 23.426 元/股）。如后续公司股票收盘 价格继续不低于当期转股价格的 130%，预计将有可能触发"聚隆转债"的有条 件赎回条款。若在未来触发可转换公司债券（以下简称"可转债"）的有条件 赎回条款，根据《南京聚隆科技股份有限公司向不特定对象发行可转换公司债 券募集说明书》（以下简称"《募集说明书》"）有条件赎回条款的相关规定， 届时公司董事会有权决定是否按照债券面值加当期应计利息的价格赎回全部或 部分未转股的可转债，敬请广大投资者及时关注公司公告，注 ...

Core Insights - The carbon fiber cloth industry in China is experiencing rapid growth, with a projected market size of approximately 7.713 billion yuan by 2024, driven by its applications in various sectors such as construction, aerospace, automotive, and high-end sports equipment [1][13]. Industry Overview - Carbon fiber cloth, known for its high strength, lightweight, and excellent corrosion resistance, is a key material for industry transformation, particularly in building reinforcement [1][4]. - The manufacturing of carbon fiber cloth involves processes such as weaving and molding, with machine weaving allowing for mass production [6]. - The industry supply chain includes raw materials (carbon fiber, resin, etc.), manufacturing, and downstream applications across multiple sectors [8][10]. Market Dynamics - The demand for high-performance carbon fiber is increasing, with the carbon fiber market in China expected to grow from 4.76 billion yuan in 2018 to 17.14 billion yuan by 2024, reflecting a compound annual growth rate (CAGR) of 23.8% [10]. - The aerospace sector is a significant downstream market for carbon fiber cloth, with applications in aircraft and spacecraft manufacturing, enhancing performance and fuel efficiency [11]. Competitive Landscape - The Chinese carbon fiber cloth industry features both international giants (e.g., TORAY, Hexcel) and domestic leaders (e.g., Guangwei Composite Materials, Hengshen) competing in the market [16][17]. - Companies are focusing on technological innovation and quality management to maintain competitive advantages in a rapidly evolving market [16]. Key Companies - Guangwei Composite Materials is a leading player with a comprehensive product range and a projected revenue of 1.452 billion yuan in 2024 [18]. - Zhongfu Shenying specializes in high-performance carbon fiber and is expected to generate 1.543 billion yuan in revenue in 2024 [20]. Industry Trends - The industry is moving towards lightweight materials to meet the demands of sectors like automotive and aerospace, with innovations in weaving techniques and ultra-thin carbon fiber cloth [22]. - Future developments include high-performance products exceeding T1000 grade, enhanced by nanomaterial modifications for improved durability [23]. - Multi-functional carbon fiber cloths are being developed, integrating features like conductivity and fire resistance, expanding market opportunities [25]. - Cost reduction strategies are being implemented through production process optimizations and recycling technologies, facilitating broader applications in civilian sectors [26].

证券代码：300644 证券简称：南京聚隆 公告编号：2025-071 债券代码：123209 债券简称：聚隆转债 南京聚隆科技股份有限公司 董事会薪酬与考核委员会关于 2025 年第二期限制性股票激 励计划首次授予部分激励对象名单的公示情况说明及核查 意见 本公司及董事会薪酬与考核委员会全体成员保证信息披露的内容真实、 准确、完整，没有虚假记载、误导性陈述或重大遗漏。 南京聚隆科技股份有限公司（以下简称"公司"）于 2025 年 7 月 1 日召开 第六届董事会第十三次会议，审议通过了《关于公司<2025 年第二期限制性股票 激励计划（草案）>及其摘要的议案》等相关议案，根据《上市公司股权激励管 理办法》（以下简称"《管理办法》"）、《深圳证券交易所创业板股票上市规 则》（以下简称"《上市规则》"）、《深圳证券交易所创业板上市公司自律监 管指南第 1 号——业务办理》（以下简称"《自律监管指南》"）和《南京聚隆 科技股份有限公司章程》（以下简称"《公司章程》"）的相关规定，公司对 2025 年第二期限制性股票激励计划（以下简称"本次激励计划"）首次授予激励对象 的姓名和职务在公司内部进行了公示，公司董事会薪 ...

| 证券代码：300644 | 证券简称：南京聚隆 | 公告编号：2025-071 | | --- | --- | --- | | 债券代码：123209 | 债券简称：聚隆转债 | | （2）公示时间：2025 年 7 月 2 日至 2025 年 7 月 11 日； 南京聚隆科技股份有限公司 董事会薪酬与考核委员会关于 2025 年第二期限制性股票激 励计划首次授予部分激励对象名单的公示情况说明及核查 意见 本公司及董事会薪酬与考核委员会全体成员保证信息披露的内容真实、 准确、完整，没有虚假记载、误导性陈述或重大遗漏。 南京聚隆科技股份有限公司（以下简称"公司"）于 2025 年 7 月 1 日召开 第六届董事会第十三次会议，审议通过了《关于公司<2025 年第二期限制性股票 激励计划（草案）>及其摘要的议案》等相关议案，根据《上市公司股权激励管 理办法》（以下简称"《管理办法》"）、《深圳证券交易所创业板股票上市规 则》（以下简称"《上市规则》"）、《深圳证券交易所创业板上市公司自律监 管指南第 1 号——业务办理》（以下简称"《自律监管指南》"）和《南京聚隆 科技股份有限公司章程》（以下简称"《公司章程 ...

Core Points - The company announced an adjustment to the conversion price of its convertible bonds due to the distribution of cash dividends to shareholders [1][2][3] - The adjustment is in accordance with the provisions outlined in the company's prospectus regarding the conversion price adjustments [1][4] Summary by Sections 1. Basis for Conversion Price Adjustment - The conversion price of the "Julong Convertible Bonds" will be adjusted based on the issuance of stock dividends, capital increases, new share issuances, and cash dividends [1][2] - The adjustment formula for the conversion price is specified in the prospectus, ensuring that the price reflects any changes in shareholder equity [2][4] 2. Conversion Price Adjustment Details - The adjustment formula for the conversion price is as follows: - For stock dividends or capital increases: P1 = P0 ÷ (1+n) - For new share issuances or rights issues: P1 = (P0 + A × k) ÷ (1+k) - For cash dividends: P1 = P0 - D - If multiple actions occur simultaneously, a combined formula is used [2][3][4] - The adjusted conversion price is calculated based on the previous conversion price of 18.02 yuan per share and the cash dividend of 2.464092 yuan per share [3] 3. Effective Date of Adjustment - The adjusted conversion price will take effect on July 18, 2025, which is the ex-dividend date [3]

Core Viewpoint - The company has announced a cash dividend distribution plan, detailing the amount and conditions for shareholders, while also addressing the impact on convertible bonds and stock options [1][2][3][4] Group 1: Dividend Distribution Plan - The company will distribute a cash dividend of 2.5 yuan (including tax) for every 10 shares, based on a total share capital of 109,951,322 shares, excluding 2,931,700 shares repurchased [2] - The total cash dividend amount is estimated to be 27,097,490.25 yuan, calculated based on the adjusted total share capital [2][3] - The dividend distribution will be adjusted if there are changes in the total share capital before the distribution date due to new share issuance, convertible bond conversions, or other reasons [2] Group 2: Key Dates - The record date for the dividend distribution is set for July 17, 2025, and the ex-dividend date is July 18, 2025 [3] Group 3: Impact on Convertible Bonds - The convertible bond "聚隆转债" will have its conversion price adjusted from 18.02 yuan per share to 17.77 yuan per share, effective from July 18, 2025, due to the dividend distribution [4]

| 证券代码：300644 | 证券简称：南京聚隆 | 公告编号：2025-070 | | --- | --- | --- | | 债券代码：123209 | 债券简称：聚隆转债 | | 南京聚隆科技股份有限公司 关于 2024 年年度权益分派调整可转债转股价格的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、债券代码：123209 债券简称：聚隆转债 4、转股价格调整生效日期：2025 年 7 月 18 日 5、本次权益分派期间，"聚隆转债"暂停转股 一、转股价格调整依据 根据《南京聚隆科技股份有限公司向不特定对象发行可转换公司债券募集 说明书》（以下简称《募集说明书》），在"聚隆转债"发行之后，当公司发 生派送股票股利、转增股本、增发新股（不包括因本次可转债转股而增加的股 本）、配股以及派发现金股利等情况时，转股价格相应调整（保留小数点后两 位，最后一位四舍五入）。 公司于 2025 年 5 月 22 日召开的 2024 年年度股东大会审议通过了《关于 2024 年度利润分配预案的议案》，具体内容为：公司以实施权益分派股权登记 日总股 ...